WELLth Financial Planning
We created WELLth to offer truly comprehensive financial planning and guidance. We employ cutting-edge strategies to solve challenges relating to debt, investments, retirement planning, tax minimization, and employee benefits maximization. We are happy to help individuals from all walks of life, but have expert knowledge in early retirement income strategies, including well as pre-Medicare health insurance optimization.
Our investment strategies are both proprietary and award-winning, offered in tandem with our financial planning services. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training.; We are also pioneers in offering a pure flat fee pricing model, which not only often mean lower prices for clients, but also that fees do not increase just because you have more investable assets.
Please note, we believe the best client outcomes are achieved through ongoing engagements focused on creating and implementing customized investment, retirement, asset protection, and tax-minimization strategies. As such, we primarily serve individuals and families seeking a long-term partnership rather than those looking for one-time DIY-based coaching and review services. For those still interested in limited-scope hourly services, our rate is $300/hour with a minimum budget of 5 hours.
Give us a call today and start the journey to becoming your best financial self!
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